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iShares Russell Mid-Cap Growth ETF

494 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 160 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

4% more capital invested

Capital invested by funds: $5.64B → $5.89B (+$245M)

0.68% more ownership

Funds ownership: 131.58%132.26% (+0.68%)

0% more funds holding

Funds holding: 492494 (+2)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

13% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 160

17% less call options, than puts

Call options by funds: $4.84M | Put options by funds: $5.86M

Holders
494
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
11.31%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.73%
New
34
Increased
140
Reduced
160
Closed
26
Calls
$4.84M
Puts
$5.86M
Net Calls
-$1.01M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
176
Millennium Management
New York
$1.57M +$963K +15,294 +162%
ICM
177
IMS Capital Management
Oregon
$1.53M +$61.7K +980 +4%
TNB
178
Thomasville National Bank
Georgia
$1.52M -$1.89K -30 -0.1%
CSM
179
CAMG Solamere Management
North Carolina
$1.51M
GWM
180
Geneos Wealth Management
Colorado
$1.5M -$50.2K -798 -3%
RG
181
Rathbones Group
United Kingdom
$1.49M +$7.55K +120 +0.5%
GT
182
Glenview Trust
Kentucky
$1.47M
TRCT
183
Tower Research Capital (TRC)
New York
$1.47M +$1.46M +23,120 New
Natixis Advisors
184
Natixis Advisors
Massachusetts
$1.45M +$1.44M +22,814 New
FA
185
FCG Advisors
New Jersey
$1.44M -$169K -2,688 -11%
WT
186
Whittier Trust
California
$1.43M +$24.8K +394 +2%
EWA
187
EP Wealth Advisors
California
$1.38M +$39.8K +632 +3%
FAAS
188
First Allied Advisory Services
California
$1.36M -$139K -2,212 -9%
BTS
189
BB&T Securities
Virginia
$1.35M -$105K -1,676 -7%
TFA
190
Transamerica Financial Advisors
Florida
$1.3M +$629K +10,000 +95%
APA
191
American Portfolios Advisors
New York
$1.3M -$7.18K -114 -0.6%
MCM
192
MAI Capital Management
Ohio
$1.28M
AW
193
ACG Wealth
Georgia
$1.27M +$36.5K +580 +3%
CWM
194
Cranbrook Wealth Management
Michigan
$1.26M
MGIA
195
Moneta Group Investment Advisors
Missouri
$1.21M -$74.7K -1,186 -6%
PCG
196
Private Capital Group
Connecticut
$1.19M -$6.67K -106 -0.6%
MCM
197
Murphy Capital Management
New Jersey
$1.17M -$2.52K -40 -0.2%
CA
198
Clearstead Advisors
Ohio
$1.17M
Victory Capital Management
199
Victory Capital Management
Texas
$1.15M +$80.2K +1,274 +8%
FNT
200
First National Trust
Pennsylvania
$1.15M +$71.8K +1,140 +7%

IWP Hedge Fund Activity: Q2 2018 in Review

494 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2018, worth a combined $5.89B — up 4.3% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IWP positions and 26 closed out — a net gain of 8 holders — while 140 added to existing stakes and 160 trimmed.

The largest buyer was TIAA FSB, adding an estimated $94.3M. The largest seller was American Century Companies, cutting an estimated $56.5M.

  • 494 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2018, up from 492 in Q1 2018.
  • Funds reported $5.89B of iShares Russell Mid-Cap Growth ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
  • 34 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2018 and 26 closed out, a net change of +8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2018 was TIAA FSB, an estimated $94.3M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2018 was American Century Companies, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2018.